Federated Hermes Kaufmann Large Cap R6 (KLCSX)
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Federated Hermes Kaufmann Large Cap R6
Pittsburgh, PA 15222-3779
5800 Corporate Drive
Federated Hermes Equity Funds
Management information
Thomas M. Brakel,Lead manager since 21 June 2009
Vice President, Senior Portfolio Manager. Responsible for portfolio management and fundamental analysis in the global growth equity area. Previous associations: Vice President/Senior Biotech Analyst New Vernon Associates; Biotech Analyst, BioPharma Fund; Biotech/Pharmaceutical Analyst, Mehta Partners. M.D., Erasmus University Rotterdam, The Netherlands; M.B.A., Stanford University. Joined Federated Hermes 2003
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Growth
Fund familyFederated
Net assets1.57B
YTD return15.58%
Yield0.00%
Morningstar rating★★
Inception date29 Dec 2013
Fund operations
Last dividendN/A
Last cap gain74.00
Holdings turnover19.00%
Average for categoryN/A
Fees and expenses
ExpenseKLCSXCategory average
Annual report expense ratio (net)0.78%0.99%
Prospectus net expense ratio0.78%N/A
Prospectus gross expense ratio0.88%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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